Wells Fargo trio managing $225 million moves to RIA

Bratton DuBose, Daniel Bettencourt and Rebecca Damann join Ashton Thomas Private Wealth in Bozeman, Mont.
OCT 22, 2019
Bratton DuBose, Daniel Bettencourt and Rebecca Dammann, who managed $225 million at Wells Fargo Advisors in Bozeman, Mont., have opened an office there for Ashton Thomas Private Wealth, an RIA firm based in Scottsdale, Ariz. [More: See more adviser moves in InvestmentNews' Advisers on the Move database.] Mr. DuBose, who began his securities career with D.A. Davidson in 1994, joined Wells Fargo in 2011. [Recommended video: John Rogers strengthened diversity and inclusion efforts well beyond asset management] Mr. Bettencourt had spent his entire career at Wells Fargo, starting in 2012. Ms. Dammann started at D.A. Davidson in 2012 and moved to Wells Fargo in 2016.

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